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To: DavidG who wrote (41202)	12/3/1998 10:21:00 PM
From: Zeev Hed	Respond to of 53903

David, I think that during the coming month the Korean are going to throw whatever they have on the market and then some, this just for internal political motives as to who will be the groom and who the maiden in their forced shotgun wedding. Just my opinion. That is also why I thought that MU would drop to the 30' before it attempt a move to 50, but as today proved, I was absolutely wrong (again). Early next year, when seasonal strength is removed, I do expect the Korean to pay more attention to profitability, and maybe they will reign in some of their supply again. Zeev

To: DavidG who wrote (41202)	12/4/1998 12:40:00 AM
From: Skeeter Bug	Read Replies (3) \| Respond to of 53903

dg, production costs don't include overhead so tack on a lot of cash to get net costs. will you be surprised if mu reports a loss, including everything, this q? i won't. not sure about the rate of cost reduction, though, as this is a different game than 16 mb.